Richard D. Valenzi
FINANCIAL ZEN
San Francisco, CA 94108
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CRD#: 3081032
Professional summary
Richard David Valenzi, CFP®, who also goes by Richard Valenzi, Rick Valenzi, is a registered financial advisor currently at FINANCIAL ZEN located in San Francisco, California.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Richard has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
We help young families conquer financial complexity.
With a successful career and a family comes financial complexity - that evil villain lurking in the shadows. Left alone, he can dismantle everything you’ve built. Try to defeat him and he’ll leave you confused, frustrated and overwhelmed.
You deserve a guide who can show you how to lock him up and throw away the key.
For over a decade we’ve helped young families conquer financial complexity through hands-on, full-service financial planning.
Our process is simple:
1) Determine if you need help
2) Create a plan together
3) Execute the plan together
By defeating financial complexity, you’ll eliminate your financial anxiety. You’ll acquire confidence, gain clarity about your future and understand your finances better than you ever have.
Schedule your free consultation today! - www.finanicalzen.com/booking
Or download your free whitepaper - "3 Financial Mistakes Parents Make (and how to fix them) - www.financialzen.com
Question & Answer
What are your service offerings?
Tax Planning
Estate Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Education Planning
Investment Planning
Insurance Planning
Retirement Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Fixed Fee (Subscription, Retai...
Generation X
Investment Advice with Ongoing...
Millennials
Are you a "fiduciary"?
Yes
Aliases
Richard Valenzi | Rick Valenzi
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Richard David Valenzi's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2017
Experience
Current
April 29, 2016 - Present
FINANCIAL ZEN
Office #1: 600 California Street 11th Floor, San Francisco, CA 94108RIA
CRD#: 282230
San Francisco, CA
Past
November 24, 2008 - May 2, 2016
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
SAN FRANCISCO, CA
Past
November 10, 2008 - May 2, 2016
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
SAN FRANCISCO, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(4/29/2016)
IAR
Texas(6/30/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
FINANCIAL ZEN
FINANCIAL ZEN | VALENZI, RICHARD DAVID | THE FINANCIAL ZEN GROUP, INC. | THE FINANCIAL ZEN GROUP | RICHARD DAVID VALENZI
CRD#: 282230 / SEC#:
California
Registered Investment Advisory firm - (4/29/2016 Approved)Texas
Registered Investment Advisory firm - (6/30/2016 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
600 California Street 11th Floor, San Francisco, CA 94108
Mailing Address
Phone number
(415) 792-0345
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 440 |
| AUM (Assets Under Management) | $ 93,692,928 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
